account_balance
Investment manager · 13F filer · SEC CIK 1484043
Ithaka Group LLC
Reported value$568Mas of Sep 30, 2026
Positions40 3 new, 3 sold out
Top 10 weight56.3%NVDA alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.1%Trimmed −4%
AMDAdvanced Micro Devices Inc
7.5%Trimmed −4%
AMZNAmazon.com Inc
7.4%Trimmed −4%
GOOGAlphabet Inc.
5.4%Trimmed −4%
MSFTMicrosoft Corp
5.4%Trimmed −3%
CRWDCrowdStrike Holdings, Inc.
5.1%Trimmed −21%
METAMeta Platforms, Inc.
4.7%Trimmed −4%
NOWServiceNow, Inc.
4.4%Trimmed −4%
MAMastercard Inc
4.2%Trimmed −4%
LLYELI Lilly & Co
4.1%Trimmed −4%
PANWPalo Alto Networks Inc
3.4%−27%
ANETArista Networks, Inc.
3.4%−4%
NVDANVIDIA Corp
8.1%−4%
AMDAdvanced Micro Devices Inc
7.5%
AMZNAmazon.com Inc
7.4%
GOOGAlphabet Inc.
5.4%−4%
MSFTMicrosoft Corp
5.4%−3%
CRWDCrowdStrike Holdings, Inc.
5.1%−21%
METAMeta Platforms, Inc.
4.7%
NOWServiceNow, Inc.
4.4%
MAMastercard Inc
4.2%
LLYELI Lilly & Co
4.1%
PANWPalo Alto Networks Inc
3.4%
ANETArista Networks, Inc.
3.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.1% Trimmed −4%AMD Advanced Micro Devices Inc 7.5% Trimmed −4%AMZN Amazon.com Inc 7.4% Trimmed −4%GOOG Alphabet Inc. 5.4% Trimmed −4%MSFT Microsoft Corp 5.4% Trimmed −3%CRWD CrowdStrike Holdings, Inc. 5.1% Trimmed −21%META Meta Platforms, Inc. 4.7% Trimmed −4%NOW ServiceNow, Inc. 4.4% Trimmed −4%MA Mastercard Inc 4.2% Trimmed −4%LLY ELI Lilly & Co 4.1% Trimmed −4%PANW Palo Alto Networks Inc 3.4% Trimmed −27%ANET Arista Networks, Inc. 3.4% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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